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500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-04-26 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
9220 West Union Hills Drive Suite 101, Peoria, AZ 85382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Psp & Associates | Peoria | AZ | 05/1998 | Present |
| Psp Financial Services Llc | Peoria | AZ | 03/2011 | 05/2022 |
| Paramount Financial Advisors Ii, Llc | Peoria | AZ | 03/2007 | Present |
| Self Employed | Peoria | AZ | 01/1981 | Present |
| Strategic Wealth Investment Group | Peoria | AZ | 04/2022 | Present |
PSP & ASSOCIATES, LIFE INSURANCE, ANNUITY SALES, LTC SALES AND ESTATE PLANNING - FIXED BUSINESS, COMMISSIONS, AGENT, 40 HOURS PER WEEK. Strategic Wealth Investment Group; Peoria, AZ; Investment Related; Investment Advisor Representative; Sell fee-based services; 40 hours spend per month; Approximately 40 hours spent during trading hours; Started 04/2022. Atomic Technologies; non-investment related; 2570 N First St 2nd floor, suite 1080 San Jose, CA 85131; data delivery service; board member; October 2025; less than 1 hour per month; consulting as needed. Real Estate Owner| M & S Bucky LLC. Start date: 2017 in Arizona. The LLC gets paid rent likely $200,000 per year. 5 hours per month dedicated to this OBA. She is a Managing Partner and Ownership of 50%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-09 |
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